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What dynamic variables can I use in ZipBooks emails?

Dynamic variables are shortcuts that you can use within your ZipBooks email templates to personalize an email, while also helping you to save time. Use these variables in emails you send with invoices, estimates, and payment reminders, as well as on customer invoices that you set up through recurring profiles. ZipBooks recognizes a variable by the use of double colons (“::”) before and after a word or set of words.

For example, if you want to have the current day added into a specific place in your email, you would use the following:

    ::day::

If you want to add your company phone number, without needing to go in and fix it in your templates if your number changes, use the following command:

    ::company_name::

You can even pull the amount due on an invoice you’re sending a reminder for by using this command:

    ::amount_due::

Use this command to format your default invoice emails: 

    ::invoice_box::

 

 Here’s an example of how you might use variables in a default email:

     You’ve got a new invoice from ::company_name:: for ::amount_due::.                                                                                                     View your invoice here:

               ::invoice_box::

       Thanks, ::company_name::
 

Dynamic variables are fantastic for efficiency and make it so your templates don’t have an expiration date. The variables will change as the time or data you specify changes.

Here are all the different variables you can use:

System variables

Sometimes you want to reference a period of time that would make an email feel more personal, but the trade-off is you automatically put an expiration date on it. System variables are designed to be used in any ZipBooks template, so you never have to sacrifice how you communicate with potential new business and clients to save time.

::day::Current calendar day
::day+1::Next calendar day
::day-1::Previous calendar day
::day_week::Current day of the week (e.g. Tuesday)
::month::Current month
::month+1::Next month
::month-1::Previous month
::today::Today’s date
::today_intl::Today’s date (international)
::year::Current year
::year+1::Next year
::year-1::Previous year

Your account variables

This list of variables can be used to pull in information about your company. Now you won’t have to manually update your email templates if you change your business phone number or location.

::company_address::Company address line
::company_address2::Company address line 2
::company_city::Company city
::company_country::Company country
::company_name::Company name
::company_phone::Company phone
::company_state::Company state/province
::company_zip::Company zip/postal code
::company_description::Company description
::company_website::Company website link

Invoice variables

Studies show that a personalized email can go a long way in getting paid faster. The variables listed below give you the tools you need to take your emails from a forgettable email template to an email written just for them. We’re committed to getting you paid faster and this is just one more way we’re delivering on that commitment.

::amount_due::Invoice total amount
::amount_paid::Invoice amount paid
::amount_subtotal::Invoice subtotal amount
::amount_tax::Taxes Invoiced total
::discount::Invoice discount rate
::invoice_number::Invoice number
::invoice_po::Related PO #
::link::Invoice link (web version)
::link_pdf::Invoice link (pdf version)

Estimate variables

When you’re bidding on new work, a lot goes into that process. A professional estimate with well-organized information on what they’re getting for their money is a start, but sometimes it’s the way you communicate that value that seals the deal. Below are some tools you can use to win more bids in style.

::amount_due::Estimate amount total
::amount_subtotal::Estimate subtotal amount
::amount_tax::Estimated taxes total
::discount::Estimate discount rate
::estimate_number::Estimate number
::estimate_po::Related PO #
::link::Estimate link (web version)
::link_pdf::Estimate link (pdf version)
::notes::Default estimate notes
::terms::Default estimate terms

Late payment reminder variables

There are a couple details that you might want to include in a reminder email that could change based on who the customer is and where they might be in the escalation of payment reminders that you set you to nudge your customers towards full payment. We listed the variables that we’ve made available below.

::days_past_due::The number of days past the invoice due date)

Just one last note: Even though we organized variables in different sections for an easy read, you can use all of these variables in any email template in ZipBooks.

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